Job Summary

• Client Relationship Analysts provide exceptional service to clients and support Financial Advisors on a daily basis, building trusted relationships through regular client interactions.
• Duties include client support such as executing money movement, answering account-related questions, assisting with digital tools, and preparing client meeting materials.
• Morgan Stanley offers a full spectrum of benefits including Medical, Dental, Vision, 401(k), and Paid Time Off, alongside opportunities for career growth.

Matching Summary

Salary

Base: $34,320 - $90,000 / Yr.; Bonus/Equity: Eligible for annual discretionary incentive compensation award; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO

Skills & Requirements

Key Requirements

• High School Diploma/Equivalency
• Willingness to obtain Series 7 and Series 66 or Series 63 and Series 65 licenses

Work Rights